LFA

LGT Financial Advisors Portfolio holdings

AUM $46.4M
1-Year Est. Return 15.2%
This Quarter Est. Return
1 Year Est. Return
+15.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$40.5M
AUM Growth
-$6.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
808
New
Increased
Reduced
Closed

Top Buys

1 +$706K
2 +$383K
3 +$323K
4
MFC icon
Manulife Financial
MFC
+$180K
5
QLTA icon
iShares AAA-A Rated Corporate Bond ETF
QLTA
+$175K

Top Sells

1 +$896K
2 +$776K
3 +$666K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$585K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$483K

Sector Composition

1 Technology 11.07%
2 Energy 5.93%
3 Industrials 4.79%
4 Consumer Discretionary 4.49%
5 Financials 3.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$11K 0.03%
219
402
$11K 0.03%
237
403
$11K 0.03%
365
404
$10.9K 0.03%
809
405
$10.8K 0.03%
848
406
$10.7K 0.03%
313
407
$10.6K 0.03%
99
408
$10.6K 0.03%
167
409
$10.5K 0.03%
54
410
$10.5K 0.03%
145
411
$10.5K 0.03%
1,114
412
$10.4K 0.03%
125
413
$10.4K 0.03%
102
+78
414
$10.3K 0.03%
49
+27
415
$10.2K 0.03%
213
416
$10.2K 0.03%
175
417
$10.2K 0.03%
165
418
$9.98K 0.02%
58
419
$9.9K 0.02%
76
420
$9.84K 0.02%
+244
421
$9.82K 0.02%
85
422
$9.8K 0.02%
38
423
$9.71K 0.02%
155
+2
424
$9.66K 0.02%
38
425
$9.63K 0.02%
232
+33